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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $78.3B AUM 3,598 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3598 New
Page 134 of 180  ·  3,598 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 PUT ISHARES TR 105,000.0 $364K NEW $3.47
2662 CANADIAN PACIFIC KANSAS CITY COM 4,920.0 $362K NEW $73.58
2663 BCE BCE INC COM NEW Communication Services 15,190.0 $362K NEW $23.83 +2.3%
2664 IMKTA INGLES MKTS INC CL A Consumer Defensive 5,277.0 $362K NEW $68.60 +27.3%
2665 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 15,515.0 $362K NEW $23.33 +29.6%
2666 LEVI LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 17,450.0 $362K NEW $20.74 +4.8%
2667 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 5,284.0 $361K NEW $68.32 +12.0%
2668 CALL CMS ENERGY CORP 350,300.0 $361K NEW $1.03
2669 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 27,298.0 $361K NEW $13.22 +15.2%
2670 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 11,187.0 $360K NEW $32.18 +20.0%
2671 VIR VIR BIOTECHNOLOGY INC COM Healthcare 59,396.0 $358K NEW $6.03 +47.3%
2672 PSNL PERSONALIS INC COM Healthcare 44,678.0 $356K NEW $7.97 -0.2%
2673 PUT PDD HOLDINGS INC 242,200.0 $355K NEW $1.47
2674 MATIV HOLDINGS INC COM 29,091.0 $353K NEW $12.13
2675 EWP ISHARES INC MSCI SPAIN ETF 6,555.0 $353K NEW $53.85 +6.6%
2676 DNOW DNOW INC COM Energy 26,546.0 $352K NEW $13.26 -2.8%
2677 CALL KROGER CO 548,200.0 $352K NEW $0.64
2678 MAZE MAZE THERAPEUTICS INC COM Healthcare 8,493.0 $352K NEW $41.45 -37.9%
2679 SPT SPROUT SOCIAL INC COM CL A Technology 31,144.0 $351K NEW $11.27 -39.7%
2680 CALL JD.COM INC 279,800.0 $351K NEW $1.25
Page 134 of 180  ·  3,598 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Financial Services 11.8%
Communication Services 10.2%
Industrials 9.1%
Healthcare 8.4%
Consumer Cyclical 8.4%
Consumer Defensive 4.1%
Real Estate 2.8%
Basic Materials 2.5%
Utilities 2.2%